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| Name: |
LIONSTONE CAPITAL MANAGEMENT LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10019 |
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data |
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| Holdings
Found :
12 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
APG |
Api Group Corp |
1 |
- |
$38.41 |
$75,220,000 |
2,174,000 |
20.73% |
12,243,000 |
-254,740 |
0.936 |
N/A |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$179.54 |
$50,824,000 |
334,500 |
14.01% |
8,302,000 |
0 |
0.003 |
Internet Software & S... |
|
|
GOOG |
Alphabet Inc |
3 |
- |
$159.92 |
$48,273,000 |
342,530 |
13.3% |
3,110,000 |
0 |
0.006 |
Search Engines & Info... |
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CPRT |
Copart Inc |
4 |
- |
$54.31 |
$40,940,000 |
835,500 |
11.28% |
82,000 |
-112,700 |
0.175 |
Auto Dealerships |
|
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SPGI |
S&P Global Inc |
5 |
- |
$413.26 |
$37,004,000 |
84,000 |
10.2% |
6,310,000 |
0 |
0.025 |
Publishing |
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FSV |
FirstService Corporation |
6 |
- |
$153.27 |
$35,044,000 |
216,200 |
9.66% |
3,578,000 |
0 |
0.496 |
N/A |
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FERG |
Ferguson plc |
7 |
- |
$211.90 |
$31,094,000 |
161,048 |
8.57% |
4,606,000 |
0 |
0.072 |
N/A |
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DG |
Dollar General Corp |
8 |
- |
$142.73 |
$16,613,000 |
122,200 |
4.58% |
3,684,000 |
0 |
0.005 |
Discount, Variety Stores |
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LOW |
Lowes Companies Inc |
9 |
- |
$233.56 |
$12,452,000 |
55,950 |
3.43% |
823,000 |
0 |
0.007 |
Home Improvement Stores |
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SEAS |
Seaworld Entertainment, Inc. |
10 |
- |
$52.89 |
$7,312,000 |
138,400 |
2.02% |
911,000 |
0 |
0.169 |
Sporting and Park Ent... |
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EWCZ |
European Wax Center, Inc. |
11 |
- |
$11.79 |
$6,088,000 |
448,000 |
1.68% |
-1,170,000 |
0 |
0.99 |
N/A |
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LBRDK |
Liberty Broadband Corporation |
12 |
- |
$50.01 |
$1,983,000 |
24,605 |
0.55% |
-264,000 |
0 |
0.016 |
N/A |
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